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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,142 | $54,757-85.1% | $90,304-91.0% | $72,975-88.8% |
| Participation rate | 42.9% | 65.2%-22.3pp | 73.3%-30.4pp | 69.5%-26.6pp |
| Annual return | 25.82% | 30.63%-4.8pp | 78.13%-52.3pp | 81.01%-55.2pp |
| Employer contribution / active EE | $733 | $2,093-65.0% | $2,855-74.3% | $2,440-70.0% |
| Participant deferral / active EE | $944 | $2,887-67.3% | $3,885-75.7% | $3,608-73.8% |
| Admin fee / account holder | $366 | $3,973-90.8% | $5,354-93.2% | $5,124-92.9% |